Wai Kee Chan is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at WKC Wealth Management LLC in Honolulu, HI and the surrounding communities.
7, 63, 65
I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...
Read More >
“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...
Read More >
You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
Read More >
If you’re like most Americans, you probably have a tough time saving as much as you should. Part of the problem may be that you do not know how...
Read More >
Tax season has a way of turning even the most diligent deadline-sticklers into big-time procrastinators. But, with April 18 fast approaching ...
Read More >
It's never an easy question to answer. What should you save toward? Should you save only for retirement? Should you save for college first and...
Read More >
The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
Read More >
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
Read More >
Retirement can be daunting to figure out, because the implications of your choices tend to get magnified. A market drop or negative health...
Read More >
Some people are interested in leaving a financial legacy for their families and some people want to spend every penny they have accumulated....
Read More >
